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It’s been a tough couple of years for bond investors. Central bank’s near-zero interest rate policies have switched to rapid interest rate increases. Which has led to material declines in the bond portion (Fixed Income) of most portfolios.

The good, the bad and how to pay it off. Regardless of your method for knocking down debt, it’s important to take an honest look at your spending habits versus your earnings and create a household budget. Then, consult with your advisor on the best way forward and look at where you can reduce costs.

Taking a mainstream approach to making the world a better place with sustainable investing. Among those continuing to rise in popularity are investment approaches and options. relying on ESG (environmental, social and governance) factors that characterize a company’s commitment to responsible business practices.

Helpful habits for a healthier life. Whether you need to re-examine some of your food choices, get moving more or drop a couple of dangerous habits (like smoking), minor changes can make a major difference over time. Please call 416 571 0369 or schedule meeting to discuss your unique requirements and structure appropriate insurance solution.

Estate planning starts with a will, but there’s more to it than that. After reaching a certain station in life, almost everyone has an “estate” that consists of some money and other assets that can be passed along to the next generation. However, few people have a written estate plan that specifically outlines who will get what and when. Even fewer remember to update their estate plan after a significant life event, such as marriage, divorce, the birth of a child or the death of a beneficiary.. Without a written and current estate plan, you have no say in who receives your legacy.

The high cost of living is convincing some people to adjust their plans for retirement. Across Canada, the effects of inflation are being felt in different ways these days by various age groups.

Learn more about bond yields and the bond market.

Watch the video below to learn more about the value of advice planning.

Here’s what makes U.S. equities attractive to Canadian investors. Please call 416 571 0369 or schedule meeting to discuss your requirements or no obligation portfolio review.